SUMMARY In addition to daily processing of backoffice Operational tasks within assigned time frames also oversees the production and processes of the other staff members in the Operations Support Department. Performs functions in the absence of the Operations Support Lead/Manager. ESSENTIAL DUTIES AND RESPONSIBILITIES - Supervises evaluates and coordinates the activities of department team members.
- Reviews the daily work of the other team members
- Provides approvals in accordance with established limits
- Coordinates the daily flow of work tasks and functions processed by Bank personnel making certain that all deadlines are met. Evaluates procedures on a regular basis to ensure efficiency and process improvement.
- Maintains an intricate working knowledge of products and services offered by the Bank (DDA and Account Analysis systems).
- Can perform the following tasks:
- Adjustments via FRB/Viewpoint
- Check reconcilement of official bank checks
- Dormant and inactive accounts
- Deposited return items and EARNs
- Complete certifications
- ATM settlement balancing
- ATM/debit card orders and maintenance (compromised card handling)
- Legal processes (levies garnishments and subpoenas etc.)
- Viewpoint settlement
- State Bar (IOLTA) reporting
- Affidavits/domestic collections
- Bond redemptions
- TMS entry callback
- ATM orders/maintenance callback
- Foreign item collection
- NSF returns and nonposts (DDA SAV COD DDL)
- Deposit corrections
- ACH returns (NOCs)
- Return mail handling
- Review checks for Fraud using Fiserv Fraud tools
- Mobile/ATM deposit review
- Debit card disputes (Reg E claims)
- Central Vault Processing
- General Ledger Balancing
- Unclaimed Property Reporting
- Backup Withholding Reporting
ADDITIONAL RESPONSIBILITIES - Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES - Renders direct supervision of personnel as assigned.
- Exercises the usual authority of a department head concerning staffing; participates in performance appraisals promotions salary actions and terminations:
- Along with the Operations Support Manager provides the accurate and timely presentation of performance appraisals counseling and status changes.
- Provides training and technical support as needed.
- Communicates Bank policies procedures and regulations to personnel and ensures compliance and the correction of any deviations.
- Performs or directs the supervisors segment of new employee orientations.
MINIMUM QUALIFICATIONS - Two years of banking experience in backoffice operations experience in researching and resolving basic to complex problems.
- One year of experience in a team lead or supervisory role
Strong problemsolving abilities Strong verbal communications ability Ability to multitask Operate 10key calculator by touch Understanding of Windowsbased personal computers Basic knowledge of Word and Excel Compose format and prepare correspondence with proper spelling punctuation and grammar COMPETENCIES: - Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job. - Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.) WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment. - The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate. Attend and complete all required classroom computerbased webbased and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity. SUNWEST BANK All job descriptions can be amended without notice as warranted by business necessity.
| Required Experience:
Manager